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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money — we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. At Colwood Shores Financial, we provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Drew Finerty
Investment Advisor
Shelley Finerty
Vice-President, Practice Management
Dustin Finerty, LLQP®
Investment Advisor
Jennifer Frederiksen-Browne, LLQP®
Investment Advisor
Mathew Cain, CIM®
Portfolio Manager

Team values

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Client-First Approach

Colwood Shores Financial prioritizes exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, we strive to make each client feel valued and supported. Our client-first philosophy drives every decision in designing strategies to achieve meaningful outcomes and long-term financial success.

Integrity as a Guiding Principle

Honesty, transparency, and ethical practices are the foundation of Colwood Shores Financial. The team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By prioritizing the client’s best interests, we create a trusted partnership that inspires confidence and builds a lasting relationship.

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Our dedication to excellence is
reflected in every aspect of our work

Clients can expect a proactive, high-touch experience designed to simplify and enhance their financial lives. At 4 Pillars Wealth, we believe in consistently going above and beyond to deliver exceptional service and build lasting relationships. This means not only addressing clients' current needs but also anticipating future challenges and opportunities, helping them feel confident and prepared for what lies ahead.

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Empowering Clients Through Knowledge

At Colwood Shores Financial, staying informed and knowledgeable is a top priority. Our team avidly tracks trends to provide in-depth guidance that reflects the latest industry developments. Offering up-to-date strategies and empowering clients through education allows us to help them make well-informed decisions. Our commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.

Timeline

1990

Drew Finerty started at Investors Group as a Financial Planner (with a Canadian Financial Planner designation) and Division Manager.

1996

Shelley Finerty joined IG Financial Services as a Support Analyst.

2013

Drew joined Coast Capital Savings Credit Union as a Financial Advisor.

2013

Dustin Finerty became a Customer Service Representative at Coast Capital Savings.

2018

Drew established Colwood Shores Financial as a Financial Advisor and Planner, continuing the family legacy of financial expertise.

2019

After a successful 20+ year career in banking and finance, Jenniffer Frederiksen-Browne joined Colwood Shores Financial, bringing her deep industry knowledge and client-focused approach.

2019

Dustin became part of Colwood Shores Financial in the fall, integrating experience from previous roles in both the banking and real estate sectors.

Supporting our community

Colwood Shores is proud to support Juan De Fuca in their efforts to provide accessible and inclusive soccer programs for youth in Westshore. Our contribution helps the club with essential needs such as equipment, field access, and program development. We’re happy to play a small part in supporting an organization that brings people together, encourages healthy activity, and helps young players build confidence and connection through sport.

 

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Dedicated to supporting the local community, Colwood Shores Financial is a proud sponsor of the Goldstream Food Bank Society. By contributing to this vital organization, the firm helps provide food assistance to residents in need across View Royal, Langford, Colwood, Highlands, East Sooke, and Metchosin. Through ongoing sponsorship and community engagement, Colwood Shores Financial recognizes the importance of ensuring food security for vulnerable families. 

Our team is proud to support the View Royal Fastball program, helping provide a safe, competitive environment for young players to learn and enjoy fast-pitch softball. Through this involvement, our team promotes positive self-esteem, teamwork, and leadership. Focused on sportsmanship, fitness, and personal growth, our contributions help young athletes develop important life skills, build lasting friendships, and foster an appreciation for teamwork and healthy living.

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Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.